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Wealthfront’s United Airlines UAL Stock Holding History

Wealthfront’s Portfolio UAL Stock Details UAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$550K Buy
6,171
+37
+0.6% +$3.05K 0.01% 362
2018
Q2 		$428K Sell
6,134
-450
-7% -$31.3K ﹤0.01% 387
2018
Q1 		$457K Buy
6,584
+904
+16% +$62.5K ﹤0.01% 390
2017
Q4 		$383K Sell
5,680
-4,440
-44% -$277K ﹤0.01% 401
2017
Q3 		$616K Buy
10,120
+2,771
+38% +$185K 0.01% 288
2017
Q2 		$553K Buy
7,349
+920
+14% +$69.5K 0.01% 253
2017
Q1 		$454K Buy
6,429
+231
+4% +$16.7K 0.01% 239
2016
Q4 		$452K Buy
6,198
+1,029
+20% +$65.6K 0.01% 216
2016
Q3 		$271K Buy
+5,169
New +$249K 0.01% 298
2016
Q2 		– Sell
-6,110
Closed -$366K – 368
2016
Q1 		$366K Buy
+6,110
New +$324K 0.01% 206
2015
Q4 		– Sell
-1,273
Closed -$68K – 1004
2015
Q3 		$68K Buy
+1,273
New +$71.8K ﹤0.01% 476

Other funds holding UAL

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wealthfront's UAL Position: Q3 2018 in Review

Wealthfront increased its United Airlines (UAL) stake by 0.6% in Q3 2018, buying an estimated $3.05K and bringing the position to 6,171 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #362.

Wealthfront first reported a position in UAL in Q3 2015 and has held it in 11 quarters since. The position peaked at $616K in Q3 2017. 581 funds tracked by Wall St. Rank hold UAL as of Q3 2018.

  • Wealthfront held 6,171 shares of United Airlines worth $550K as of Q3 2018.
  • Wealthfront bought 37 United Airlines shares in Q3 2018, an estimated $3.05K.
  • United Airlines made up 0.01% of Wealthfront's portfolio in Q3 2018, its #362 holding.
  • Wealthfront first reported a position in United Airlines in Q3 2015 and has held it in 11 quarters since.
  • Wealthfront's United Airlines position peaked at $616K in Q3 2017.
  • 581 funds tracked by Wall St. Rank held United Airlines as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.